Adam M. Heath
Price Plans
features
Basic
You want to do the work, and just want us to review at year end.
Lean On Us
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
The Full Monty
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual / quarterly)
Tax planning (quarterly)
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Cash coding of transactions
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI list
Basic
$475
per month
Lean On Us
$750
per month
The Full Monty
$975
per month
add-ons
Personal tax
T1 Personal tax returns and related schedules
Discussions, correspondence and followup
$20/month
Adam M. Heath - Price Plans
